SWH Financial Planning Limited

: Brampton House, 10 Queen Street, Newcastle, Staffordshire, ST5 1ED

: FCA Number: 528544

SWH Financial Planning Limited, based in Newcastle, Staffordshire, is a dedicated and trustworthy firm, regulated by the FCA (number 528544). With its office located in Queen Street, it provides regulated advice across key financial sectors. Specialising in life and investments, pensions retirement advice, final salary pension transfers, and financial planning, SWH caters to the varied financial needs of clients in Newcastle and surrounding areas. The firm builds long lasting relationships with a client-focused approach. Whether you're a first-time investor or in need of retirement planning, SWH employs a professional yet approachable manner, providing financial solutions tailored to your needs.

Their team includes one financial adviser. Check FCA registration here.

SWH Financial Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to SWH Financial Planning Limited from the Motorway

From the M6, take the exit toward A500. Upon reaching Barthomley Interchange, take the first exit leading to A500. Following this, take the A527 exit moving in the direction of Newcastle-Under-Lyme. When you reach Wolstanton Junction, take the fourth exit onto A527. Continue at Wolstanton Junction, taking the second exit, and remain on A527. Afterward, make a left turn onto Church Lane/A527. You will need to go through one roundabout. The destination will be situated on your left.

List of advisers under SWH Financial Planning Limited:

SWH Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.